Venturi Wealth Management, LLC Pimco Active Bond Exchange Tra Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Pimco Active Bond Exchange Tra stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 685 shares of BOND stock, worth $63,074. This represents 0.0% of its overall portfolio holdings.
Number of Shares
685Holding current value
$63,074% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding BOND
# of Institutions
482Shares Held
46MCall Options Held
0Put Options Held
0-
Cwm, LLC3.74MShares$344 Million1.4% of portfolio
-
Morgan Stanley New York, NY3.19MShares$294 Million0.02% of portfolio
-
Essential Planning, Llc. Portsmouth, NH1.89MShares$174 Million1.15% of portfolio
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Tectonic Advisors LLC Plano, TX1.63MShares$150 Million9.86% of portfolio
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Wells Fargo & Company San Francisco, CA1.55MShares$142 Million0.03% of portfolio